Create a Patient Flag or Note
Q: How do I create a patient flag or note?
1. Open the Scheduler Workspace
Go to the SOAPware menu, then click Schedule.
2. Open the Patient Account
![2. Open the Patient Account](https://media.screensteps.com/image_assets/assets/006/032/685/original/media_1333722535729.png)
- Click on the Billing menu, then select Patient Account.
- Search for and select the patient using the Chart Rack.
3. Open the Flags/Notes Tab
![3. Open the Flags/Notes Tab](https://media.screensteps.com/image_assets/assets/006/032/687/original/media_1333722572331.png)
Click on the Flags/Notes tab within the patient account.
4. Add Note
![4. Add Note](https://media.screensteps.com/image_assets/assets/006/032/689/original/media_1333722646438.png)
Click the Add Note button located in the bottom right hand corner of the window.
5. Select a Category
![5. Select a Category](https://media.screensteps.com/image_assets/assets/006/032/691/original/media_1333722716557.png)
Select a category for the patient's flag/note using the drop down menu.
6. Enter Notes & Save
![6. Enter Notes & Save](https://media.screensteps.com/image_assets/assets/006/032/693/original/media_1333722840955.png)
- Add any desired notes into the Note box.
- Click OK to save.
![](https://media.screensteps.com/image_assets/assets/006/032/695/original/media_1333722908740.png)
The new note/flag will be displayed within the patient account and patient chart.
Flag: will display with red highlighting and will alert the designated user upon opening of the chart/patient account.
Note: will display with no highlighting and will not alert any users upon opening of the chart/patient account.
Setup
The Flags/Notes feature requires initial setup. For information on the setup process, please see: Set Up: Patient Flags/Notes.